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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,703 | $160,028-89.6% | $147,080-88.6% | $145,884-88.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.26% | 98.60%-82.3pp | 420.17%-403.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,042 | $5,286-80.3% | $4,933-78.9% | $4,662-77.6% |
| Participant deferral / active EE | $3,131 | $8,422-62.8% | $8,066-61.2% | $6,690-53.2% |
| Admin fee / account holder | $88 | $15,030-99.4% | $12,989-99.3% | $13,392-99.3% |